Reports emerged today that Silver Lake consortium backed by Microsoft is looking to acquire a minority stake in Yahoo. There are also other bidders on this financial proposal. NYT says, A consortium of investors led by the private equity firm Silver Lake and Microsoft is one of several parties that will be submitting a plan to take a minority stake in Yahoo, according to people briefed on the matter. TPG Capital, another private equity firm, is also expected to submit a proposal, these people said. Both plans involve taking as much as a 20 percent stake in Yahoo. Silver Lake, Microsoft and its consortium, which will most likely include the venture capital firm Andreessen Horowitz, may be particularly attractive to Yahoo, which is seeking to bolster its leadership on the product and finance side. There are lots of others trying to bid for Yahoo’s stake. Alibaba group from China in which Yahoo has 40% stake is also ...

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According to sources familiar with the matter, Microsoft has signed NDA with Yahoo to begin talks about bidding for the assests of Yahoo reported New York Times today. Microsoft will join the private equity firms like Silver Lake, TPG Capital and others who were also signed similar NDA’s with Yahoo last month about buying Yahoo. Even though Microsoft has several year Search deal with the company, other assets of Yahoo will largely overlap with Microsoft assests. Some of them are Yahoo.com, Yahoo Mail, Yahoo Messenger, Yahoo News, etc,. Microsoft may not need those assets but they are closely related to search, so it may help other firms to buy Yahoo by financing the deal to keep its search deal in action as it is today. Lets see how the deal plays out.. Source: NYT ...

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If may caused flashbacks to 2008, but it seems Microsoft is once again considering buying Yahoo. Reuters report that “sources close to the situation” say on this occasion Microsoft may not go it alone, but attempt a purchase in partnership with another company, as has been their pattern recently. According to Reuters other bidders include Providence Equity Partners, Hellman & Friedman and Silver Lake Partners, as well as Chinese e-commerce giant Alibaba and Russian technology investment firm DST Global. The deal has internal opposition in Microsoft, where some are unsure the deal is worth pursuing, according to “a high-ranking Microsoft executive”. Yahoo’s share price has rallied on the rumour, being up more that 7% versus the open this morning, giving the company a market cap of nearly $20 billion. The company hit a low of $14 billion as recently as the beginning of August 2011, and has since then fired ...

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There have been recent rumours that Yahoo is looking to sell itself, and an internal Yahoo memo to all staff does not do much to dispel the rumour. Jerry Yang sent a memo to all staff extolling the value of the company, including owning “nine of the #1 properties in the U.S.”, being “a leader in display advertising” and having “an iconic brand”. He then spoke of a strategic review to enhance the “value of Yahoo! for all of its stakeholders”. The review will be led by investment bank and adviser to Yahoo Allen & Company, and he observed that they were “fielding inquiries from multiple parties that have already expressed interest in a number of potential options”. While Jerry remains cagey in the memo and talks about Yahoo as a company which “endures”, a Yahoo insider has recently claimed “Yahoo is open to selling itself to the right bidder” ...

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Yahoo’s Carol Bartz and Steve Ballmer in happier times There is talks of AOL and Yahoo looking for a merger, but now Microsoft is also rumoured to be sniffing around the ailing Yahoo. "Definitely, people are talking about it," a MSN source told Business Insider. While we usually think in terms of Bing and Yahoo, which makes the deal less attractive as Microsoft has a 10 year search deal with the company, it is Microsoft’s MSN destination which could benefit the most from an outright purchase. The source told Business Insider Microsoft was not interested in AOL, noting "Yahoo is a lot more interesting. If it comes into play, then at least their U.S. media business is a pretty interesting asset. It’s complicated because of those Asian assets." "The portal space is challenged. Facebook is just absorbing more and more minutes – usage. That’s having an effect on portals. The ...

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Yahool, AOL and Microsoft are to pool their “Class 2 display”  ad inventory from their respective web properties and allow the other members to sell this to advertisers. The deal will give each member greater capacity to sell to advertisers and deal with large orders internally, rather than having to farm these out to 3rd party ad networks. Yahoo Americas head Ross Levinsohn  revealed the deal on behalf of Yahoo at a dinner meeting last night, with AOL CEO Tim Armstrong attended as well as Microsoft Advertising COO Dave O’Hara. The deal appears to be targeted at Google, currently the largest display advertiser, and should give each member greater scale than they would have had individually. Microsoft already has a search deal with Yahoo, and the two has been slowly eating into Google US search share, which is down 6.5% year on year so far. Read more at AllThingsD.com ...

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Yahoo’s CEO Carol Bartz, has apparently just been fired , with CFO Tim Morse being installed temporarily in her place. The turmoil at the top may signify a change in strategy from the company, and while they still maintain they are looking for “organic growth” an insider has claimed “Yahoo is open to selling itself to the right bidder” according to TNW. Microsoft famously attempted to purchase Yahoo for $ 44.6 billion in 2008.  The company is currently trading for close to a third of the value to a market cap of $16 billion, and while Microsoft may once again by interested, I suspect on this occasion the only segment they would be interested in would be the search business, rather than the whole company. Microsoft already had an existing deal to provide the search back end for Yahoo, giving Bing a de facto 30% US market share. Do our ...

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comScore Explicit Core Search Share Report* April 2011 vs. March 2011  Total U.S. – Home/Work/University Locations Source: comScore qSearch Core Search Entity Explicit Core Search Share (%) Mar-11 Apr-11 Point Change Total Explicit Core Search 100.0% 100.0% N/A Google Sites 65.7% 65.4% -0.3 Yahoo! Sites 15.7% 15.9% 0.2 Microsoft Sites 13.9% 14.1% 0.2 Ask Network 3.1% 3.0% -0.1 AOL, Inc. 1.6% 1.5% -0.1 *“Explicit Core Search” excludes contextually driven searches that do not  reflect specific user intent to interact with the search results. In March Experian Hitwise announced that Bing +Yahoo’s combined search market had hit the 30% mark, and now Comscore agrees that in April the two search contenders have also hit the mark. Both Bing and Yahoo, who’s search is powered by Bing, have gained market share, adding a combined 0.4%, while Google was down 0.3%. It seems while Google is attempting to attack Microsoft’s cash cows with ...

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It is a common misconception that Gmail is the biggest email service, but the truth is that Hotmail is largest internationally with 364 million users worldwide, and that it is second only to Yahoo Mail in USA, where it is pretty dominant. Microsoft is apparently not resting until its dominant worldwide, and is targeting frenemy Yahoo Mail in an effort to convert users. The site, which touts better security, fewer ads and less limitations on attachments, also a handy guide for switching from one to another. See Microsoft’s Move to Hotmail page here. ...

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  March 2011 Monthly Unique Visitors YoY change Google.com 150,571,274 -2.49 Facebook.com 140,739,084 +14.49 Yahoo.com 137,436,891 -1.07 YouTube.com 123,406,835 +19.92 Bing.com 89,992,028 +44.19 Wikipedia.org 83,076,477 +7.61 Live.com 75,929,602 +4.13 Amazon.com 75,960,479 +13.63 MSN.com 75,875,255 +3.19 ebay.com 68,501,779 -1.20 Microsoft.com 62,750,035 +4.94 Data from Compete.com Bing continues its rapid growth compared, according to Comscore growing to 13.9% of the US search market in March 2011 and with Yahoo’s share now has 29.6% of the US market, confirming Experian Hitlinks’s recent claim. In terms of the popularity of the site itself, Compete.com shows the site is now the 5th most visited destination on the internet, passing Wikipedia recently and well ahead of Amazon.com which hold’s sixth place. Its growth was also a stunning 44% year on year, compared to Google, which saw its visits drop by 2.5% over the same period. Google has been facing challenges recently, with Facebook ready to bump ...

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If I were Google I would be very very afraid.  Experian Hitwise reports that Bing has has increased its total market share, including searches delivered by Yahoo by 1.04% to 28.48% of the market, up 4% month on month. Bing itself grew market share by 0.68%, a growth of 5% month. It is not hard to see why.  Further research by Hitwise shows more than 80% of searches resulted in a website visit using Bing and Yahoo, while only 65% of Google searches resulted in a website visit, likely due to Google’s increasingly polluted results. 1% search market share has been valued at around $1 billion worth in value, so it is appropriate that Google, who lost nearly 1.26% market share, saw its market cap drop from $200 billion on the 11th February to $185 billion on the 11th March with the release of the numbers. Of course Microsoft is ...

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